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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $19,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,337 | $100,801+235.6% | $149,751+125.9% | $73,415+360.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.54% | 265.34%-249.8pp | 276.71%-261.2pp | 59.30%-43.8pp |
| Employer contribution / active EE | $14,171 | $3,312+327.9% | $4,646+205.0% | $2,234+534.4% |
| Participant deferral / active EE | $11,053 | $6,404+72.6% | $6,843+61.5% | $3,806+190.4% |
| Admin fee / account holder | $43 | $181-76.1% | $9,312-99.5% | $158-72.6% |